Simple, Transparent Financial Planning Pricing
Choose the subscription plan that fits your financial planning needs. All plans include unlimited consultations and ongoing support with no hidden fees.
Individual results may vary based on personal circumstances, market conditions, and implementation of financial strategies
Past performance does not guarantee future results
Essential Planning
£150
per month
Perfect for individuals starting their financial planning journey who need basic guidance and periodic consultations.
- Monthly financial review session
- Email support for questions
- Basic planning templates and guides
- Annual goal-setting consultation
Management Fee: 0.75%
Additional Consultation Rate: £85/hour
Complete Planning
£250
per month
Comprehensive financial planning service with unlimited access to professional guidance and personalised strategies.
- Unlimited consultation sessions
- Priority email and phone support
- Personalised planning strategies
- Quarterly comprehensive reviews
- Tax planning guidance included
Management Fee: 0.50%
Additional Consultation Rate: Included
Premium Planning
£400
per month
Our most comprehensive service for clients with complex financial situations requiring sophisticated planning strategies.
- Unlimited priority consultations
- Dedicated adviser relationship
- Advanced planning strategies
- Monthly detailed reviews
- Estate planning guidance
- Family financial planning support
Management Fee: 0.35%
Additional Consultation Rate: Included
Pricing Details and Information
Payment Structure
Our transparent pricing ensures you know exactly what you're paying for financial planning services without surprise fees or hidden charges.
- Monthly subscription fees are charged automatically on your chosen date
- Management fees apply only to assets under our guidance, calculated annually
- No setup fees, cancellation charges, or long-term commitments required
VAT Information
All subscription prices include Value Added Tax at the current UK rate as required by HM Revenue and Customs regulations.
Current VAT Rate: 20%
VAT rates are subject to change based on UK tax legislation and government policy updates.
Representative APR Not applicable - subscription service with no credit providedMonthly subscription rates are fixed for the duration of your plan
Compare All Features
| Features | Essential Planning | Complete Planning | Premium Planning |
|---|---|---|---|
| Monthly Consultations | |||
| Email Support Response | |||
| Phone Support Access | |||
| Planning Documentation | |||
| Review Frequency | Professional consultations included | Within 48 hours | Business hours availability |
Have Questions About Pricing?
Our team is ready to help you choose the right financial planning subscription for your needs and budget.
Contact Our Team